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Macro

Global rates, inflation, and geopolitical risk — their real impact on your portfolio.

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이란이 해저 케이블 끊겠다고 했다 — 인터넷의 목줄이 호르무즈에 걸려 있다

Iran Threatened to Cut Undersea Cables — The Internet's Throat Runs Through Hormuz

Iran has signaled both cable destruction and tolls on lines through the Strait of Hormuz. More than 95% of global internet traffic moves over submarine cables. We unpack the structural beneficiaries — Starlink, AST SpaceMobile, and the UAE bypass pipeline.

ASTS

May 11, 2026, 02:29

밴스 45% vs 루비오 18%… 2028 공화당 경선, 예측 시장이 여론조사와 다른 이유

Macro

Vance 45% vs Rubio 18%: Why 2028 GOP Prediction Markets Disagree With Polls

May 10, 2026, 02:31

금값 온스당 4,730달러… 미국 채무 폭탄이 만든 '가장 안전한 자산'의 역설

Macro

Gold Hits $4,730/oz — The Paradox of the 'Safest Asset' Forged by America's Debt Bomb

May 9, 2026, 23:39

S&P 500 7,900까지 간다… RBC, 목표 상향 + 빅테크 10% 추가 상승 전망

Macro

S&P 500 Target Raised to 7,900 — RBC Sees Up to +10% More Upside Led by Big Tech

May 8, 2026, 23:48

이란 "한국 선박 공격 안 했다"… 호르무즈 해협 26척·선원 160명 여전히 고립

Macro

Iran Denies Attacking Korean Ship; 26 Vessels and 160 Sailors Still Stranded in Hormuz Strait

May 7, 2026, 21:38

Macro

Epstein's Alleged Suicide Note Unsealed After 7 Years in Federal Court

A memo believed to be Jeffrey Epstein's suicide note, sealed in New York federal court for seven years, was unsealed on May 6. A fellow inmate discovered it, but investigators never obtained it officially. The memo references failed investigations and contains a farewell message.

May 7, 2026, 18:31

엡스타인 유서 추정 메모, 7년 만에 법원 봉인 해제… "이제 작별할 때"

AI & Tech

Anthropic Targets Financial Services with AI Agents—Claude Infrastructure Deployed at Investment Banks and Asset Managers

Anthropic has launched FactSet-integrated, equity research, and PE-focused AI agents for financial institutions. PwC partnership enables deployment at scale, with Morgan Stanley already implementing Claude infrastructure. Meanwhile, 40 state attorneys general issued joint warnings on AI hallucinations and child safety.

TC Energy Q1 EBITDA Surges 14%; Approves $1.5B U.S. Gas Pipeline Expansion

TC Energy posts Q1 EBITDA of $3.1B (+14% YoY), sets 7 North American delivery records. Appalachia Supply Project ($1.5B) approved with 20-year take-or-pay contract. Annual dividend raised to $3.51 per share.

BofA: U.S. Economy Trapped in 'Nominal Boom Loop'... 30-Year Yield at 5% Is the Critical Threshold

BofA's Hartnett identifies "nominal boom loop" dynamic. GDP projected +75% through 2027 vs. pandemic lows, but growth engine is spending and inflation, not productivity. 30-year yield at 5% marks inflection point.

US Becomes World's Last Gas Station—But the Tank Is Draining Fast

In 9 weeks since Iran war erupted, the US became the world's largest crude exporter, but inventories have fallen for 4 consecutive weeks below historical averages. Brent crude at $126/barrel and US gasoline at $4.40/gallon signal tightening supply ahead of peak summer driving season.

Tax Refunds Are Costing You Money, Treasury Secretary Bessent Warns

Average U.S. tax refunds surged 11% to $3,275, prompting Treasury Secretary Scott Bessent to warn taxpayers they're essentially giving the government an interest-free loan. He urges W-4 withholding adjustments.

Emerging Markets Hit Record High: KOSPI +57%, Taiwan +34%, Brazil +16%—3x S&P 500's Gain

MSCI Emerging Markets index surged 14% YTD to an all-time high, outpacing S&P 500's 5.6% gain. AI infrastructure boom powers KOSPI (+57%) and Taiwan (+34%), while Iran war-driven oil spike benefits commodity exporters like Brazil (+16%).